Sophia Daigle is a CFP-designated registered investment advisor at Gen Y Planning, based in Austin, TX, with 12 years of industry experience. Sophia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 77 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.88% |
| $1.0M - $2.0M | 0.78% |
| $2M+ | 0.63% |
The above Annualized Asset Based Fee excludes Betterment’s fee which is a maximum of 0.12%. The maximum asset-based fee assessed would therefore be 1.00% (100 basis points), except if a client wants to invest in one of Betterment's crypto portfolios, Betterment charges a 1% platform fee for those portfolios, which is in addition to our fee.
Fee Estimator
Location
Austin, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sophia is a freelance author, editor, and speaker since 2013, dedicating minimal time. She also owns Sophia Bera LLC, where she delivers speaking engagements and seminars on financial planning topics for a few hours per week.
Employment History
Current Registrations
Gen Y Planning
Previous Registrations
Ellevest
Learnvest Planning Services, LLC
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.